WHY VIGILANT

THE FIRM

Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. We guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations.

VALUE PROPOSITION

Independent, objective thinking

that focuses on the wealth planning and investment needs of our clients and that is unencumbered by the conflicts of interest present for managers with financial company affiliates.

A comprehensive wealth-planning program

that assists each client in organizing and monitoring complex financial affairs.

A global investment strategy

designed and executed according to each client’s unique goals and objectives.

Communication, attention and responsiveness

that can only be delivered by a firm that works with a select group of clients, ensuring each client has access to our best thinking.

A fiduciary relationship

where our clients’ needs are placed ahead of our own.

CORE VALUES

Quality and Professionalism with Client Interests Ahead of Our Own. Delivering high quality and highly valued services to our clients is our primary purpose and the most important determinant of our long-term success. Client interests are always foremost in our minds in this pursuit.

Integrity, Honesty and Transparency. We expect our people to maintain high ethical stanards in everything they do, both in their work for Vigilant and in their personal lives. Full compliance with the letter and spirit of the laws and ethical principles that govern us is essential to maintaining our personal and firm reputation.

Willingness to Engage in Complex and/or Difficult Situations. Our clients' situations are unique and often complex. We may not always have all the answers, but we stress a willingness to proactively address even the most difficult challenges head-on in pursuit of a successful outcome.

Strong Work Ethic. To compete successfully in our industry requires dedication and intense effort by our people.

Collaborative Teamwork. We believe individual ideas and creativity shared in a proactive and collaborative fashion produce the best results. Our people are expected to embrace the opportunity to contribute to the value proposition our team delivers to clients and their other advisors.

Commitment to Continuous Improvement. There is no place for complacency at Vigilant. Our industry and our clients' lives are dynamic. We must constantly strive to improve our knowledge, processes and infrastructure.

Growth and Firm Stature. Steady growth of our firm is evidence of the successful delivery of our value proposition and enables the ongoing investments required to sustain a successful firm.

Discretion and Proper Management of Confidential Information. Our relationships involve the sharing of information that is more profound than one finds at most other organizations. It is absolutely imperative that this information be treated carefully and properly.

COMMUNITY SUPPORT

Since our inception in 2002, we have been committed to supporting organizations that work hard to make a positive and meaningful impact on the lives of people in our community.